SWS
BFS

SYSTM Wealth Solutions’s Saul Centers BFS Stock Holding History

SYSTM Wealth Solutions’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-130
Closed -$4.78K – 152
2024
Q2 		$4.78K Hold
130
– – ﹤0.01% 570
2024
Q1 		$5K Hold
130
– – ﹤0.01% 836
2023
Q4 		$5.11K Buy
+130
New +$4.76K ﹤0.01% 884

Other funds holding BFS

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's BFS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Saul Centers (BFS) in Q3 2024, closing a stake of 130 shares — an estimated $4.78K sold.

SYSTM Wealth Solutions first reported a position in BFS in Q4 2023 and held it in 3 quarters. The position peaked at $5.11K in Q4 2023. 166 funds tracked by Wall St. Rank hold BFS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Saul Centers position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 130 Saul Centers shares in Q3 2024, an estimated $4.78K.
  • SYSTM Wealth Solutions first reported a position in Saul Centers in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Saul Centers position peaked at $5.11K in Q4 2023.
  • 166 funds tracked by Wall St. Rank held Saul Centers as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.